Corporate Board Profile
Tech Score: 0/100
| Filing Date | Source Excerpt |
|---|---|
| 2014-05-29 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2015-05-29 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2016-05-26 | Formerly Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2017-05-30 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-05-30 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-05-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-05-22 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-05-24 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-05-24 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-06-15 | Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2015-01-26 | GEORGE J. GORMAN 1952 Trustee 2014 Noninterested Trustee Mr. Gorman is a member of the Contract Review Committee, Compliance Reports and Regulatory Matters Committee, and Governance Committee. |
| 2016-01-28 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2018. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). Formerly, Trustee of the Bank of America Money Market Funds Series Trust (2011-2014) and of the Ashmore Funds (2010-2014). |
| 2017-01-26 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2018. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-01-29 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2018. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). Formerly, Trustee of the BofA Funds Series Trust (11 funds) (2011-2014) and of the Ashmore Funds (9 funds) (2010-2014). |
| 2019-02-22 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2021. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-01-23 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2021. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). Formerly, Trustee of the BofA Funds Series Trust (11 funds) (2011-2014) and of the Ashmore Funds (9 funds) (2010-2014). |
| 2020-11-25 | APPENDIX O Funds’ Trustees and Officers Trustees Thomas E. Faust Jr. Mark R. Fetting Cynthia E. Frost George J. Gorman Valerie A. Mosley William H. Park Helen Frame Peters Keith Quinton Marcus L. Smith Susan J. Sutherland Scott E. Wennerholm |
| 2021-01-25 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2021. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). Formerly, Trustee of the BofA Funds Series Trust (11 funds) (2011-2014) and of the Ashmore Funds (9 funds) (2010-2014). |
| 2022-01-24 | GEORGE J. GORMAN 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Class I Trustee until 2024. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). Member of Audit Committee, Contract Review Committee, Governance Committee. Compensation: California Fund $926, Municipal Fund $4,605, Total $427,125. |
| 2023-01-24 | GEORGE J. GORMAN 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Class I Trustee until 2024. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-01-23 | GEORGE J. GORMAN 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Class I Trustee until 2024. Principal at George J. Gorman LLC. Independent Chairperson of the Board. Member of Audit Committee. |
| 2025-01-27 | GEORGE J. GORMAN 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Class I Trustee until 2027. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). None. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-05-29 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009), specializing in managing engagement teams responsible for auditing mutual funds registered with the SEC, hedge funds and private equity funds. |
| 2015-05-29 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP, specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2016-05-26 | Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2017-05-30 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-05-30 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-05-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-05-22 | Mr. Gorman served as a Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2021-05-24 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-05-24 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-05-24 | Mr. Gorman was Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2024-05-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2015-02-27 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2016-02-26 | Formerly Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2017-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-02-27 | Mr. Gorman served in various capacities at Ernst & Young LLP, including as a Senior Partner in the Asset Management Group. |
| 2019-02-22 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-02-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-02-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-02-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-02-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-02-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2025-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2015-01-26 | Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2016-01-28 | Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2017-01-26 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-01-29 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-01-23 | Formerly, Senior Partner at Ernst & Young LLP, specializing in managing engagement teams responsible for auditing mutual funds. |
| 2020-01-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-11-25 | Trustees: Thomas E. Faust Jr., Mark R. Fetting, Cynthia E. Frost, George J. Gorman, Valerie A. Mosley, William H. Park, Helen Frame Peters, Keith Quinton, Marcus L. Smith, Susan J. Sutherland, Scott E. Wennerholm |
| 2021-02-26 | Formerly, Senior Partner at Ernst & Young LLP... specializing in managing engagement teams responsible for auditing mutual funds. |
| 2022-01-24 | Mr. Gorman was a Senior Partner at Ernst & Young LLP specializing in auditing mutual funds and other financial entities. |
| 2023-01-24 | Formerly, Senior Partner at Ernst & Young LLP, specializing in auditing mutual funds. |
| 2024-01-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2025-01-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-11-26 | Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2015-11-25 | Senior Partner at Ernst & Young LLP specializing in managing engagement teams responsible for auditing mutual funds. |
| 2016-11-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2017-11-27 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-11-26 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-11-22 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-12-18 | Formerly, Senior Partner at Ernst & Young LLP... specializing in managing engagement teams responsible for auditing mutual funds. |
| 2021-11-22 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-11-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-11-22 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-11-26 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-05-29 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2015-05-29 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2016-05-26 | Formerly Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2017-05-30 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-05-30 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-05-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-05-22 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-05-24 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-05-24 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-05-24 | Mr. Gorman was Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2024-06-20 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2015-01-26 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2015. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2016-01-28 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2018. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2017-01-26 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2018. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-01-29 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2018. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). Formerly, Trustee of the BofA Funds Series Trust (11 funds) (2011-2014) and of the Ashmore Funds (9 funds) (2010-2014). |
| 2019-02-22 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2021. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-01-23 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2021. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). Formerly, Trustee of the BofA Funds Series Trust (11 funds) (2011-2014) and of the Ashmore Funds (9 funds) (2010-2014). |
| 2020-11-25 | APPENDIX O Funds’ Trustees and Officers Trustees Thomas E. Faust Jr. Mark R. Fetting Cynthia E. Frost George J. Gorman Valerie A. Mosley William H. Park Helen Frame Peters Keith Quinton Marcus L. Smith Susan J. Sutherland Scott E. Wennerholm |
| 2021-01-25 | GEORGE J. GORMAN 1952 Trustee 2014 Class I Trustee until 2021. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-01-24 | GEORGE J. GORMAN 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Class I Trustee until 2024. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). None |
| 2023-01-24 | GEORGE J. GORMAN 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Class I Trustee until 2024. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). None |
| 2024-01-23 | GEORGE J. GORMAN 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Class I Trustee until 2024. Principal at George J. Gorman LLC (consulting firm). Independent Chairperson of the Board. Member of Audit Committee. |
| 2025-01-27 | George J. Gorman 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Class I Trustee until 2027. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-05-29 | Formerly Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2015-05-29 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2016-05-26 | Principal at George J. Gorman LLC (consulting firm). Formerly Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2017-05-30 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-05-30 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-05-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-05-22 | Mr. Gorman served in various capacities at Ernst & Young LLP, including as a Senior Partner in the Asset Management Group. |
| 2021-05-24 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-05-24 | Formerly, Senior Partner at Ernst & Young LLP, specializing in auditing mutual funds. |
| 2023-06-15 | Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-06-26 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2015-06-26 | Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2016-06-27 | Formerly, Senior Partner at Ernst & Young LLP, specializing in managing engagement teams responsible for auditing mutual funds. |
| 2017-06-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-06-28 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-06-21 | Mr. Gorman has served as a member of the Eaton Vance Fund Boards since 2014 and is the Chairperson of the Audit Committee. From 1974 through 2009, Mr. Gorman served in various capacities at Ernst & Young LLP, including as a Senior Partner in the Asset Management Group specializing in managing engagement teams responsible for auditing mutual funds. |
| 2020-06-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-07-22 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-06-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-06-26 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-06-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-08-28 | GEORGE J. GORMAN 1952 Trustee 2014 Class III Trustee until 2016. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). Trustee of the Bank of America Money Market Funds Series Trust (2011-2014) and of the Ashmore Funds (since 2010). |
| 2015-08-28 | GEORGE J. GORMAN 1952 Trustee 2014 Class III Trustee until 2016. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2016-08-26 | GEORGE J. GORMAN 1952 Trustee 2014 Class III Trustee until 2016. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2017-08-28 | GEORGE J. GORMAN 1952 Trustee 2014 Class III Trustee until 2019. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-08-27 | GEORGE J. GORMAN 1952 Trustee 2014 Class III Trustee until 2019. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-08-23 | GEORGE J. GORMAN 1952 Trustee 2014 Class III Trustee until 2019. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-11-25 | George J. Gorman, Trustee |
| 2021-05-25 | George J. Gorman listed as Trustee in Appendix D |
| 2021-08-26 | GEORGE J. GORMAN 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Independent Chairperson of the Board. From 1974 through 2009, Mr. Gorman served in various capacities at Ernst & Young LLP. |
| 2022-08-25 | George J. Gorman (1952) is Chairperson of the Board and Trustee since 2014. He is Principal at George J. Gorman LLC and former Senior Partner at Ernst & Young LLP. He serves on the Audit Committee, Contract Review Committee, and Governance Committee. Compensation from Fund: $1,746. |
| 2024-08-23 | George J. Gorman 1952 Chairperson of the Board and Trustee 2021 (Chairperson) and 2014 (Trustee) Class III Trustee until 2025. Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). None. |
| Filing Date | Source Excerpt |
|---|---|
| 2014-12-29 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2015-12-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2016-12-29 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2017-12-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-12-20 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-12-23 | Mr. Gorman served as a Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2020-12-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-03-25 | George J. Gorman |
| 2021-12-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-12-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-12-22 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-12-30 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-04-28 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009), specializing in managing engagement teams responsible for auditing mutual funds registered with the SEC, hedge funds and private equity funds. |
| 2015-04-24 | Formerly Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2016-04-28 | Formerly Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2018-04-26 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-06-21 | Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2020-06-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-06-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-06-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-06-26 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-06-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-06-26 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2015-06-26 | Formerly Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2016-06-27 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2017-06-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-06-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-06-21 | Mr. Gorman served in various capacities at Ernst & Young LLP, including as a Senior Partner in the Asset Management Group. |
| 2020-06-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-06-23 | Former Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2022-06-23 | Mr. Gorman has served as a member of the Eaton Vance Fund Boards since 2014 and is the Independent Chairperson of the Board. From 1974 through 2009, Mr. Gorman served in various capacities at Ernst & Young LLP, including as a Senior Partner in the Asset Management Group (from 1988) specializing in managing engagement teams responsible for auditing mutual funds registered with the SEC, hedge funds and private equity funds. |
| 2023-06-26 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-06-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-12-29 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2015-12-28 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2016-12-29 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2017-12-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-12-20 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-12-23 | Mr. Gorman served as a Senior Partner at Ernst & Young LLP specializing in auditing mutual funds. |
| 2020-12-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-12-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-12-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-12-22 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-12-30 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2015-02-27 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009), specializing in managing engagement teams responsible for auditing mutual funds registered with the SEC, hedge funds and private equity funds. |
| 2016-02-26 | Senior Partner at Ernst & Young LLP specializing in managing engagement teams responsible for auditing mutual funds. |
| 2017-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-02-22 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-02-24 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-02-23 | Formerly, Senior Partner at Ernst & Young LLP specializing in managing engagement teams responsible for auditing mutual funds. |
| 2022-02-24 | Formerly, Senior Partner at Ernst & Young LLP... specializing in managing engagement teams responsible for auditing mutual funds. |
| 2023-02-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-02-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2025-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2015-02-27 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2016-02-26 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (public accounting firm). |
| 2017-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-02-22 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-02-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-02-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-02-24 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-02-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-02-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2025-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-06-26 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2015-06-26 | Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2016-06-27 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2017-06-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-06-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-06-21 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-06-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-06-23 | Former Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2022-06-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-06-26 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-06-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2015-02-27 | Mr. Gorman served as a Senior Partner at Ernst & Young LLP specializing in auditing mutual funds registered with the SEC. |
| 2016-02-26 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2017-02-27 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-02-22 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-02-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-02-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-02-24 | Formerly, Senior Partner at Ernst & Young LLP... specializing in managing engagement teams responsible for auditing mutual funds. |
| 2023-02-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-02-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2025-02-27 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| Filing Date | Source Excerpt |
|---|---|
| 2014-06-26 | Formerly, Senior Partner at Ernst & Young LLP (public accounting firm) (1974-2009). |
| 2015-06-26 | Formerly, Senior Partner at Ernst & Young LLP specializing in auditing mutual funds, hedge funds and private equity funds. |
| 2016-06-27 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2017-06-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2018-06-28 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2019-06-21 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2020-06-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2021-06-23 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2022-06-23 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2023-06-26 | Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
| 2024-06-24 | Principal at George J. Gorman LLC (consulting firm). Formerly, Senior Partner at Ernst & Young LLP (a registered public accounting firm) (1974-2009). |
Source material: SEC submissions metadata and DEF 14A proxy filings from EDGAR. Last updated: 2026-03-22